Create a Requirement set
- Click New in the Requirement Sets tab of the Requirements
Dashboard.
- The Add New Requirement Set screen opens. For the Name, enter
Loan Onboarding. For the Label, enter Loan Onboarding. Select
which Application Layer, ApplyTo
class, RuleSet, and RuleSet Version
you want the underlying Requirement set rule to be created in, and then click
Create.
The resulting screen shows your new Requirement Set.
- Click Add Requirement on the Requirements tab. Enter
Identity in the Filter by field, select
Proof of Residence from the list of matches, and then
select the Proof of Residence Requirement.
- Click Submit, and then notice that the Identity Proof
Requirement is added.
- Click the Configuration icon (
) to the right of the Place of Birth
Requirement to display the configuration options. Select the Parameters Tab. The
parameters from the Place of Birth Requirement areavailable. In this example there
are none.
- Click Cancel to close the Configure Requirement Set dialog box. Click Save to save your Requirement Set, and then click X to close the Requirement Set and return to the Requirements Dashboard.
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